CF Board Relations and Governance Exchange

last person joined: 4 days ago 

This community is for Community Foundation staff who work with Boards - discuss best practices and share ideas and resources on board governance and relations.

  • 1.  Board Policy on CEO Succession Plan

    Posted Aug 27,2025 05:57 PM

    Hello Everyone,

    My board is currently working on creating a policy regarding CEO succession planning, and I am reaching out to see if you might have any examples or templates your organization uses that you would be willing to share.

    Having a few models to review would be very helpful as we develop our own. Thank you in advance for your help!



    ------------------------------
    Brandy Shaw
    Stewardship Manager
    Palm Healthcare Foundation
    ------------------------------


  • 2.  RE: Board Policy on CEO Succession Plan

    Posted Aug 28,2025 12:58 PM
      |   view attached

    Good morning!

     

    Attached is our board policy.

     

    Sara Graef

    , 

    CAP

    Manager, Executive Office and Board Relations

    D (619) 814‑1308

    SDFoundation.org

    2025 San Diego Fundraising Conference presented by PNC Bank: Join San Diego's top nonprofit professionals for two incredible days of learning, connection and inspiration as we embrace this year's theme, Breaking Barriers, Building Futures.

    This e-mail is the property of San Diego Foundation. It is intended only for the addressee(s) and may contain information that is privileged, confidential, or otherwise protected from disclosure. If you are not the intended recipient(s), you are prohibited from copying, distributing, or disclosing this e-mail or its contents to any other person or entity. If you have received this e-mail in error, please immediately notify the sender at the e-mail address identified above and delete and destroy any and all copies of this e-mail.

     




    Original Message